The Intersection

Dean Mioli, Director of Investment Planning, and Steve Wittenberg, Director of Legacy Planning, return for a discussion around year-end tax planning tips. They sit down with Leslie Wojcik, Head of Global Communications, to remind us there’s no need to act like a “deer in headlights” when it comes to the new tax bill.

Nicole Marquis, founder and CEO of nine plant-based restaurants in Philadelphia and Washington D.C., sits down with SEI’s Seth Morrison and Stephanie Giaramita to talk about the catalysts and milestones that ignited her advocacy passion and paved the way for her impressive career.  Enjoy Episode 20.

Dean Mioli and Steve Wittenberg are back to share more strategic tax planning tips. They sit down with Leslie Wojcik to discuss five proposed steps tax payers can take during the second half of this year to prepare for the next tax season. Enjoy Episode 19. 

Dan Simon, CEO and co-founder of Vested, an integrated communications agency, sits down with Leslie Wojcik, Head of Global Communications at SEI, to discuss the importance of incorporating financial literacy into adolescent curriculum and family conversations. Dan shares personal anecdotes that fuel his passion for educating our youth on finances and developing user-friendly products that mitigate the need for a complex understanding of the system to begin with.  Enjoy Episode 18.

Russ Kliman, Global Leader of SEI Ventures, and Jacqueline Baker, VP of Startup Programming at AARP Innovation Labs, talk about the rapidly evolving connection between health and wealth—and how technology can support it.

In this episode of The Intersection, our Chairman and CEO Alfred P. West Jr. discusses the decision to take SEI public in 1981, during a time of economic uncertainty.

In celebration of International Women’s Day, Jennifer Ciotti, Alyssa Mandeville and Emily Swope look back at sessions from the Leadership Summit and review key takeaways gathered from the event. Speakers highlighted in this episode are Lola Banjo, Vivian Estadt, Nicole Marquis, Melissa Butler, Tamara Hobbs and Jane Marcus. Enjoy Episode 15.

Dean Mioli and Steve Wittenberg join Leslie Wojcik to talk tax planning in preparation for the 2021 tax season. Listen as they share their thoughts and ideas on potential legislation that could affect tax payer’s planning decisions. Enjoy episode 14.

Important Information

Neither SEI nor its subsidiaries provide financial estate planning or tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

Neither SEI nor its subsidiaries provide estate planning services unless you have otherwise separately entered into a written agreement for the provision of certain estate planning services.

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only and should not be interpreted as legal opinion or advice.

Glossary:

The Pease limitation put a cap on how much certain taxpayers could claim in the way of itemized deductions before it was repealed when President Donald Trump signed the Tax Cuts and Jobs Act (TCJA) into law on December 22, 2017. It could potentially return after 2025 if Congress doesn’t intervene when the TCJA expires at that time.

Tax loss harvesting is a strategy of selling securities at a loss to offset a capital gains tax liability. It is typically used to limit the recognition of short-term capital gains, which are normally taxed at higher federal income tax rates than long-term capital gains, though it is also used for long-term capital gains.

An irrevocable trust is a type of trust where its terms cannot be modified, amended or terminated without the permission of the grantor's named beneficiary or beneficiaries. A CRUT (charitable remainder unitrust trust) is an irrevocable trust that provides income to a named beneficiary or beneficiaries during the grantor's life and then the remainder of the trust to a charitable cause. The Spousal Lifetime access Trust (SLAT) is an irrevocable trust where one spouse makes a gift into a trust to benefit the other spouse (and potentially other family members) while removing the assets from their combined estates.

For more information on the Biden campaign tax proposals, please visit https://www.forbes.com/sites/forbesfinancecouncil/2021/01/26/what-changes-you-could-see-under-bidens-tax-plans/?sh=5c72b0e050a0

SEI Black Professionals Network board members Tamara Hobbs and Parys Hall join Leslie Wojcik, Head of Global Communications, to discuss the group’s mission. Listen as they chat about the network’s origin and why it’s important for our company.

Roger Messina and Dan O’Connor join Leslie Wojcik, Head of Global Communications at SEI, to discuss our Future Leaders in Finance program. Roger is a Managing Director for SEI’s Institutional Group, and Dan is a Professor at and Director of Moravian College’s Student Investment Fund. Listen as they explore why getting an early start is the key to developing the future leaders of the financial services industry. Kent State has been a client since 7/3/2017 and Moravian College since 10/31/2016. Investment services are provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company.